A detailed history of Envestnet Asset Management Inc transactions in Clearwater Analytics Holdings, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 371,512 shares of CWAN stock, worth $10.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
371,512
Previous 282,880 31.33%
Holding current value
$10.6 Million
Previous $5.24 Million 79.08%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$17.83 - $25.84 $1.58 Million - $2.29 Million
88,632 Added 31.33%
371,512 $9.38 Million
Q2 2024

Aug 08, 2024

BUY
$15.78 - $20.2 $76,990 - $98,555
4,879 Added 1.76%
282,880 $5.24 Million
Q1 2024

May 13, 2024

BUY
$16.39 - $20.09 $1.59 Million - $1.95 Million
96,902 Added 53.51%
278,001 $4.92 Million
Q4 2023

Feb 13, 2024

SELL
$17.93 - $21.31 $285,302 - $339,084
-15,912 Reduced 8.08%
181,099 $3.63 Million
Q3 2023

Nov 13, 2023

BUY
$15.41 - $19.91 $1.44 Million - $1.85 Million
93,163 Added 89.71%
197,011 $3.81 Million
Q2 2023

Aug 04, 2023

BUY
$14.36 - $16.8 $328,901 - $384,787
22,904 Added 28.3%
103,848 $1.65 Million
Q1 2023

May 11, 2023

SELL
$13.66 - $19.7 $121,123 - $174,679
-8,867 Reduced 9.87%
80,944 $1.29 Million
Q4 2022

Feb 07, 2023

BUY
$14.63 - $18.8 $285,723 - $367,164
19,530 Added 27.79%
89,811 $1.68 Million
Q3 2022

Nov 10, 2022

BUY
$12.11 - $17.01 $185,706 - $260,848
15,335 Added 27.91%
70,281 $1.18 Million
Q2 2022

Aug 03, 2022

BUY
$12.04 - $21.33 $246,169 - $436,113
20,446 Added 59.26%
54,946 $662,000
Q1 2022

May 04, 2022

BUY
$14.88 - $22.43 $319,548 - $481,684
21,475 Added 164.88%
34,500 $725,000
Q4 2021

Feb 04, 2022

BUY
$19.76 - $26.26 $257,374 - $342,036
13,025 New
13,025 $299,000

Others Institutions Holding CWAN

About Clearwater Analytics Holdings, Inc.


  • Ticker CWAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 57,669,200
  • Market Cap $1.65B
  • Description
  • Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performa...
More about CWAN
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